Principles of Preserving Wealth The slideshow presentation that you would like to view is too large for your current screen resolution. Click here to view to view the slideshow at full resolution. Launch Presentation » Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Does Your Portfolio Fit Your Retirement Lifestyle? Lifestyle considerations in creating your retirement portfolio. Financially Savvy at Six Figures Help your clients with these practical steps to make the most of their six-figure income. When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases.